How big is Team New BERN, LLC's plan?

Team New BERN, LLC's plan reported $845K in assets and 11 participants for 2024.

Original filing (PDF)20251003081306NAL0000716995001

Team New BERN, LLC

Name: Team New BERN, LLC — KW/TNB Retirement Plan, Form 5500 (2024)
Creator: Team New BERN, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KW/TNB Retirement Plan

401(k) retirement plan · Team New BERN, LLC's KW/TNB Retirement Plan held $845K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$845K

Net assets (EOY)

$845K

Plan identifiers

Team New BERN, LLC's EIN is 47-1168790.

EIN 47-1168790

Plan number 001

Plan year 2024

ACK ID 20251003081306NAL0000716995001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Team New BERN, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Team New BERN, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TEAM NEW BERN, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

TEAM NEW BERN, LLC

EIN

all filings

Address

119 MIDDLE STREET · NEW BERN, NC · 28560

Phone

(252) 636-6595

Industry

Real Estate

Plan administrator